Anic Equity¶
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Total return since start: 0.689 %¶
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Equity now: -----------------------------> 51601.87 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48402.81 Kr¶
PnL: ---------------------------------------> -684.76 Kr¶
DD now: ---------------------------------> -0.659 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 16:57:45.838878'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -1.580000 | 3369.600000 | 189.600000 | 5.960000 | 3180.000006 |
| HMS Networks | 2 | 3.800000 | 808.000000 | 135.000000 | 20.060000 | 673.000000 |
| Nordea Bank Abp | 29 | 1.070000 | 3569.320000 | 115.320000 | 3.340000 | 3453.999992 |
| HEBA B | 70 | 1.570000 | 2716.000000 | 80.000000 | 3.030000 | 2636.000010 |
| SAAB B | 8 | 0.800000 | 3444.000000 | 67.000000 | 1.980000 | 3377.000000 |
| Swedbank A | 3 | 2.940000 | 618.900000 | 54.900000 | 9.730000 | 564.000000 |
| Fasadgruppen Group | 38 | 0.730000 | 4195.200000 | 54.200000 | 1.310000 | 4140.999992 |
| Resurs Holding | 22 | 1.190000 | 618.640000 | 44.640000 | 7.780000 | 573.999998 |
| MedCap | 2 | -0.430000 | 461.000000 | 40.000000 | 9.500000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.340000 | 392.600000 | 37.600000 | 10.590000 | 355.000000 |
| AcadeMedia | 12 | -0.280000 | 589.680000 | 32.680000 | 5.870000 | 557.000004 |
| Norva24 Group | 16 | -1.110000 | 569.600000 | 26.600000 | 4.900000 | 543.000000 |
| Intrum | 4 | 1.930000 | 549.800000 | 22.800000 | 4.330000 | 527.000000 |
| OEM International B | 7 | 1.030000 | 548.100000 | 20.100000 | 3.810000 | 527.999997 |
| Midsona B | 63 | 3.610000 | 595.980000 | 12.980000 | 2.230000 | 582.999984 |
| Securitas B | 6 | 1.830000 | 582.480000 | 12.480000 | 2.190000 | 570.000000 |
| Eastnine | 4 | 0.160000 | 501.600000 | 10.600000 | 2.160000 | 491.000000 |
| Sampo Oyj SDB | 7 | 1.010000 | 3860.500000 | 10.500000 | 0.270000 | 3850.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 572.250000 | 10.250000 | 1.820000 | 562.000005 |
| Coor Service Management Hold. | 8 | 1.120000 | 540.000000 | 8.000000 | 1.500000 | 532.000000 |
| Karnov Group | 9 | 0.000000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.290000 | 247.920000 | 1.920000 | 0.780000 | 246.000000 |
| Corem Property Group B | 59 | 2.670000 | 578.790000 | 1.790000 | 0.310000 | 576.999999 |
| Handelsbanken A | 5 | 0.410000 | 546.500000 | 0.500000 | 0.090000 | 546.000000 |
| Boozt | 12 | 1.320000 | 1652.400000 | -1.600000 | -0.100000 | 1653.999996 |
| CTEK | 13 | 0.910000 | 504.400000 | -29.600000 | -5.540000 | 533.999999 |
| Essity B | 2 | -1.470000 | 537.400000 | -36.600000 | -6.380000 | 574.000000 |
| International Petroleum Corp. | 5 | -0.980000 | 557.000000 | -37.570000 | -6.320000 | 594.565215 |
| Vivesto | 1368 | -1.410000 | 552.950000 | -60.050000 | -9.800000 | 612.999432 |
| Essity A | 4 | -1.470000 | 1076.000000 | -73.000000 | -6.350000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.800000 | 2948.400000 | -135.600000 | -4.400000 | 3083.999994 |
| OX2 | 22 | 4.350000 | 1846.900000 | -142.100000 | -7.140000 | 1989.000002 |
| Axfood | 15 | -5.060000 | 3829.500000 | -470.500000 | -10.940000 | 4300.000005 |
| Ovzon | 64 | -2.820000 | 3302.400000 | -693.600000 | -17.360000 | 3996.000000 |
| TOTAL | 48402.810000 | -684.760000 | -0.65938% | 49087.564636 |
Updated:¶
'2023-02-01 16:57:58.868711'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
